Allianzgi Diversified Income

Q4 2020 vs Q1 2021

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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International Assets Investment Management, LLC

UNCHANGED

Shares5,800 from 5,800

Change0 (0%)

Value$190 ($0)

Filed 2021-04-19

Advisors Asset Management, Inc.

CLOSED

Shares0 from 798,961

Change-798,961 (-100%)

Value$0 (-$38.9K)

Filed 2026-08-26

Guggenheim Capital LLC

CLOSED

Shares0 from 323,206

Change-323,206 (-100%)

Value$0 (-$10.6K)

Filed 2021-05-13

Wells Fargo & Company

CLOSED

Shares0 from 270,197

Change-270,197 (-100%)

Value$0 (-$8.8K)

Filed 2021-05-13

Cohen & Steers, Inc.

CLOSED

Shares0 from 218,073

Change-218,073 (-100%)

Value$0 (-$7.1K)

Filed 2021-05-17

Bank of America Corp

CLOSED

Shares0 from 148,167

Change-148,167 (-100%)

Value$0 (-$4.8K)

Filed 2021-05-14

Raymond James & Associates

CLOSED

Shares0 from 80,737

Change-80,737 (-100%)

Value$0 (-$2.6K)

Filed 2021-05-14

LPL Financial LLC

CLOSED

Shares0 from 65,435

Change-65,435 (-100%)

Value$0 (-$2.1K)

Filed 2021-05-14

Morgan Stanley

CLOSED

Shares0 from 62,464

Change-62,464 (-100%)

Value$0 (-$2.0K)

Filed 2021-05-17

Davenport & Co LLC

CLOSED

Shares0 from 56,673

Change-56,673 (-100%)

Value$0 (-$1.9K)

Filed 2021-04-28

Royal Bank of Canada

CLOSED

Shares0 from 41,248

Change-41,248 (-100%)

Value$0 (-$1.3K)

Filed 2021-07-20

Stifel Financial Corp

CLOSED

Shares0 from 40,624

Change-40,624 (-100%)

Value$0 (-$1.3K)

Filed 2021-05-14

Invesco Ltd.

CLOSED

Shares0 from 39,375

Change-39,375 (-100%)

Value$0 (-$1.3K)

Filed 2021-05-17

Osaic Holdings, Inc.

CLOSED

Shares0 from 24,415

Change-24,415 (-100%)

Value$0 (-$797)

Filed 2021-05-13

Raymond James Financial Services Advisors, Inc.

CLOSED

Shares0 from 21,390

Change-21,390 (-100%)

Value$0 (-$699)

Filed 2021-05-14

UBS Group AG

CLOSED

Shares0 from 18,367

Change-18,367 (-100%)

Value$0 (-$601)

Filed 2021-05-12

ArrowMark Colorado Holdings LLC

CLOSED

Shares0 from 16,118

Change-16,118 (-100%)

Value$0 (-$527)

Filed 2021-05-17

Envestnet Asset Management Inc

CLOSED

Shares0 from 15,680

Change-15,680 (-100%)

Value$0 (-$512)

Filed 2021-05-04

Janney Montgomery Scott LLC

CLOSED

Shares0 from 13,438

Change-13,438 (-100%)

Value$0 (-$439)

Filed 2021-04-27

B. Riley Wealth Advisors, Inc.

CLOSED

Shares0 from 13,355

Change-13,355 (-100%)

Value$0 (-$437)

Filed 2021-05-13

AQR Arbitrage LLC

CLOSED

Shares0 from 9,873

Change-9,873 (-100%)

Value$0 (-$323)

Filed 2021-05-17

Landscape Capital Management, L.L.C.

CLOSED

Shares0 from 9,348

Change-9,348 (-100%)

Value$0 (-$305)

Filed 2021-05-11

Walled Lake Planning & Wealth Management, LLC

CLOSED

Shares0 from 8,292

Change-8,292 (-100%)

Value$0 (-$271)

Filed 2021-05-17

Ameriprise Financial Inc

CLOSED

Shares0 from 7,725

Change-7,725 (-100%)

Value$0 (-$252)

Filed 2021-05-17

Susquehanna International Group, LLP

CLOSED

Shares0 from 7,479

Change-7,479 (-100%)

Value$0 (-$244)

Filed 2021-05-17

Private Advisor Group, LLC

CLOSED

Shares0 from 7,322

Change-7,322 (-100%)

Value$0 (-$239)

Filed 2021-04-22

Baldwin Wealth Partners LLC

CLOSED

Shares0 from 2,000

Change-2,000 (-100%)

Value$0 (-$65)

Filed 2021-04-08

Citigroup Inc

CLOSED

Shares0 from 1,488

Change-1,488 (-100%)

Value$0 (-$49)

Filed 2021-05-13

FNY Investment Advisers, LLC

CLOSED

Shares0 from 1,250

Change-1,250 (-100%)

Value$0 (-$40)

Filed 2021-04-12

Sugarloaf Wealth Management, LLC

CLOSED

Shares0 from 1,232

Change-1,232 (-100%)

Value$0 (-$40)

Filed 2021-04-19

Steward Partners Investment Advisory, LLC

CLOSED

Shares0 from 1,095

Change-1,095 (-100%)

Value$0 (-$36)

Filed 2021-05-17

Advisory Services Network, LLC

CLOSED

Shares0 from 1,017

Change-1,017 (-100%)

Value$0 (-$33)

Filed 2021-05-24

Avior Wealth Management, LLC

CLOSED

Shares0 from 800

Change-800 (-100%)

Value$0 (-$26)

Filed 2021-05-11

Nfsg Corp

CLOSED

Shares0 from 480

Change-480 (-100%)

Value$0 (-$16)

Filed 2021-09-07

Montag A & Associates Inc

CLOSED

Shares0 from 229

Change-229 (-100%)

Value$0 (-$7)

Filed 2021-05-14

Panagora Asset Management Inc

CLOSED

Shares0 from 32

Change-32 (-100%)

Value$0 (-$1)

Filed 2021-05-12

Proequities, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2021-05-13

	Status
International Assets Investment Management, LLC	UNCHANGED	5,800	5,800	0	0%	$190	$190	$0	2021-04-19
Advisors Asset Management, Inc.	CLOSED	0	798,961	-798,961	-100%	$38.9K	$0	-$38.9K	2026-08-26
Guggenheim Capital LLC	CLOSED	0	323,206	-323,206	-100%	$10.6K	$0	-$10.6K	2021-05-13
Wells Fargo & Company	CLOSED	0	270,197	-270,197	-100%	$8.8K	$0	-$8.8K	2021-05-13
Cohen & Steers, Inc.	CLOSED	0	218,073	-218,073	-100%	$7.1K	$0	-$7.1K	2021-05-17
Bank of America Corp	CLOSED	0	148,167	-148,167	-100%	$4.8K	$0	-$4.8K	2021-05-14
Raymond James & Associates	CLOSED	0	80,737	-80,737	-100%	$2.6K	$0	-$2.6K	2021-05-14
LPL Financial LLC	CLOSED	0	65,435	-65,435	-100%	$2.1K	$0	-$2.1K	2021-05-14
Morgan Stanley	CLOSED	0	62,464	-62,464	-100%	$2.0K	$0	-$2.0K	2021-05-17
Davenport & Co LLC	CLOSED	0	56,673	-56,673	-100%	$1.9K	$0	-$1.9K	2021-04-28
Royal Bank of Canada	CLOSED	0	41,248	-41,248	-100%	$1.3K	$0	-$1.3K	2021-07-20
Stifel Financial Corp	CLOSED	0	40,624	-40,624	-100%	$1.3K	$0	-$1.3K	2021-05-14
Invesco Ltd.	CLOSED	0	39,375	-39,375	-100%	$1.3K	$0	-$1.3K	2021-05-17
Osaic Holdings, Inc.	CLOSED	0	24,415	-24,415	-100%	$797	$0	-$797	2021-05-13
Raymond James Financial Services Advisors, Inc.	CLOSED	0	21,390	-21,390	-100%	$699	$0	-$699	2021-05-14
UBS Group AG	CLOSED	0	18,367	-18,367	-100%	$601	$0	-$601	2021-05-12
ArrowMark Colorado Holdings LLC	CLOSED	0	16,118	-16,118	-100%	$527	$0	-$527	2021-05-17
Envestnet Asset Management Inc	CLOSED	0	15,680	-15,680	-100%	$512	$0	-$512	2021-05-04
Janney Montgomery Scott LLC	CLOSED	0	13,438	-13,438	-100%	$439	$0	-$439	2021-04-27
B. Riley Wealth Advisors, Inc.	CLOSED	0	13,355	-13,355	-100%	$437	$0	-$437	2021-05-13
AQR Arbitrage LLC	CLOSED	0	9,873	-9,873	-100%	$323	$0	-$323	2021-05-17
Landscape Capital Management, L.L.C.	CLOSED	0	9,348	-9,348	-100%	$305	$0	-$305	2021-05-11
Walled Lake Planning & Wealth Management, LLC	CLOSED	0	8,292	-8,292	-100%	$271	$0	-$271	2021-05-17
Ameriprise Financial Inc	CLOSED	0	7,725	-7,725	-100%	$252	$0	-$252	2021-05-17
Susquehanna International Group, LLP	CLOSED	0	7,479	-7,479	-100%	$244	$0	-$244	2021-05-17
Private Advisor Group, LLC	CLOSED	0	7,322	-7,322	-100%	$239	$0	-$239	2021-04-22
Baldwin Wealth Partners LLC	CLOSED	0	2,000	-2,000	-100%	$65	$0	-$65	2021-04-08
Citigroup Inc	CLOSED	0	1,488	-1,488	-100%	$49	$0	-$49	2021-05-13
FNY Investment Advisers, LLC	CLOSED	0	1,250	-1,250	-100%	$40	$0	-$40	2021-04-12
Sugarloaf Wealth Management, LLC	CLOSED	0	1,232	-1,232	-100%	$40	$0	-$40	2021-04-19
Steward Partners Investment Advisory, LLC	CLOSED	0	1,095	-1,095	-100%	$36	$0	-$36	2021-05-17
Advisory Services Network, LLC	CLOSED	0	1,017	-1,017	-100%	$33	$0	-$33	2021-05-24
Avior Wealth Management, LLC	CLOSED	0	800	-800	-100%	$26	$0	-$26	2021-05-11
Nfsg Corp	CLOSED	0	480	-480	-100%	$16	$0	-$16	2021-09-07
Montag A & Associates Inc	CLOSED	0	229	-229	-100%	$7	$0	-$7	2021-05-14
Panagora Asset Management Inc	CLOSED	0	32	-32	-100%	$1	$0	-$1	2021-05-12
Proequities, Inc.	CLOSED	0	0	0	—	$0	$0	$0	2021-05-13

Showing 37 of 37 institutions